Original filing (PDF)20251010121459NAL0004225987001

COLLABORATIVE FUND SERVICES, LLC.

Name: COLLABORATIVE FUND SERVICES, LLC. — COLLABORATIVE RETIREMENT TRUST, Form 5500 (2024)
Creator: COLLABORATIVE FUND SERVICES, LLC.

Form 5500-SF

FILING_RECEIVED

COLLABORATIVE RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLLABORATIVE FUND SERVICES, LLC..

Plan sponsor

Name

COLLABORATIVE FUND SERVICES, LLC.

EIN

83-1413175

Address

500 DAMONTE RANCH PARKWAY · BUILDING 700, UNIT 700 · RENO, NV · 89521

Phone

(203) 883-4739

Industry

Finance & Insurancesee all

Plan administrator

Name

COLLABORATIVE OFFICE SERVICES LLC

EIN

84-3755476

City

RENO, NV

Phone

(203) 622-2000

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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